HighTower Advisors, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings3,346 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.7M | $1.5B | 3.5% | $112.95 | +13.01% | 12 qtrssince 2020-Q1 | Increased 64 |
MICROSOFT CORP | 4.8M | $1.2B | 2.6% | $171.21 | +36.80% | 17 qtrssince 2018-Q4 | Increased 60 |
BERKSHIRE HATHAWAY INC-CL A | 2,119 | $993.2M | 2.3% | $276,441.67 | +69.55% | 12 qtrssince 2020-Q1 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.1M | $801.3M | 1.8% | $284.08 | +29.41% | 17 qtrssince 2018-Q4 | Increased 54 |
ISHARES CORE S&P 500 ETF | 1.9M | $712.6M | 1.6% | $358.91 | +2.62% | 17 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 3.8M | $678.3M | 1.6% | $129.80 | +24.23% | 17 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 2.2M | $673.3M | 1.5% | $216.52 | +42.67% | 12 qtrssince 2020-Q1 | Increased 52 |
EXXON MOBIL CORP | 4.8M | $529.7M | 1.2% | $49.68 | +98.93% | 17 qtrssince 2018-Q4 | Increased 51 |
VANGUARD S&P 500 ETF | 1.2M | $411.4M | 0.9% | $345.15 | -2.32% | 8 qtrssince 2021-Q1 | Increased 49 |
PEPSICO INC | 2.2M | $400.8M | 0.9% | $122.62 | +33.45% | 17 qtrssince 2018-Q4 | Increased 48 |
AMAZON.COM INC | 4.5M | $380.8M | 0.9% | $107.94 | -22.18% | 12 qtrssince 2020-Q1 | Increased 47 |
ALPHABET INC-CL A | 3.8M | $339.6M | 0.8% | $96.30 | -9.07% | 17 qtrssince 2018-Q4 | Increased 45 |
PROCTER & GAMBLE CO/THE | 2.2M | $332.8M | 0.8% | $102.55 | +34.03% | 17 qtrssince 2018-Q4 | Increased 48 |
VISA INC-CLASS A SHARES | 1.6M | $329.7M | 0.8% | $205.27 | -1.64% | 8 qtrssince 2021-Q1 | Increased 45 |
MERCK & CO. INC. | 2.9M | $324.6M | 0.7% | $62.96 | +60.84% | 17 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 2.4M | $320.4M | 0.7% | $96.11 | +29.00% | 17 qtrssince 2018-Q4 | Increased 46 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 2.1M | $313.4M | 0.7% | $138.00 | +4.13% | 8 qtrssince 2021-Q1 | Increased 50 |
EXCHANGE TRADED CONCEPTS TRU | 9.6M | $309.9M | 0.7% | $30.47 | 0.00% | 1 qtr | New 60 |
SPDR GOLD TRUST | 1.8M | $308.5M | 0.7% | $158.05 | +7.34% | 17 qtrssince 2018-Q4 | Increased 47 |
MCDONALDS CORP | 1.1M | $296.8M | 0.7% | $175.31 | +40.24% | 17 qtrssince 2018-Q4 | Increased 46 |
HighTower Advisors, LLC manages $43.7B across 3346 positions as of Q4 2022. Top holdings: AAPL (3.5%), MSFT (2.6%), BRK/A (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 410 new positions, 260 exits, 1408 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $43.7B across 3346 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer